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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,741 | $73,787+12.1% | $98,716-16.2% | $82,448+0.4% |
| Participation rate | 51.1% | 61.4%-10.3pp | 69.3%-18.2pp | 68.1%-17.0pp |
| Annual return | 11.68% | 18.57%-6.9pp | 31.81%-20.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,487 | $3,081+45.6% | $4,048+10.8% | $4,139+8.4% |
| Admin fee / account holder | $6,223 | $6,500-4.3% | $8,703-28.5% | $7,234-14.0% |